# Massey, Joshua

> Massey, Joshua is a state-registered investment advisory firm, registered since 2012, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated February 26, 2026.

- CRD: 132336
- Filed as: MASSEY, JOSHUA
- Legal name: Massey, Joshua Alan
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: February 26, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/132336
- AdvisorCensus page: https://advisorcensus.com/firm/massey-joshua-132336

## Quick answers

**How is Massey, Joshua compensated?**
On its Form ADV (Item 5.E, October 2026), Massey, Joshua reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Massey, Joshua registered with the SEC or a state?**
Massey, Joshua is a state-registered investment advisory firm, registered since 2012. Status as filed: APPROVED. CRD 132336.

**How much does Massey, Joshua manage?**
Massey, Joshua reports $94,468,235 in regulatory assets under management in its Form ADV filing dated February 26, 2026 (100% discretionary).

**What types of clients does Massey, Joshua serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (48); high net worth individuals (31).

**Does Massey, Joshua report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/132336

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $94,468,235
- Discretionary: $94,468,235
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 48 | $11,918,448 |
| High net worth individuals | 31 | $82,549,787 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2012 (14 years)
- Employees: 3 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MA, NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Massey, Joshua (CRD 132336): Form ADV filing data as of October 2026.